Next Generation Climate Research for Institutional Investors

It is designed to be decision-useful for institutional investors. It is forward-looking and anchored in financial materiality, evaluates whether direction and delivery are credible, realistic, and competitively relevant. Rather than emphasizing disclosure standards and emissions accounting, it is focused on real-world business implications of the transition to a lower carbon economy.  

Climate Intelligence primarily evaluates transition-related risks and opportunities, including regulatory and policy change, market demand shifts, technology disruption, cost of capital impacts, and competitive dynamics. The focus is on how these forces affect business activities and how the company responds through strategy and execution. 

The role of sustainability in investment decision-making has evolved. In recent years, the focus has shifted away from disclosure-led or framework-based approaches toward understanding how sustainability factors materially influence corporate strategy, competitive positioning, and financial performance. Prioritising financial materiality ensures the assessment concentrates on the elements of climate transition that are most relevant to long-term value creation and risk management for both companies and investors. 

No. Targets may support a strong assessment if they are integrated into strategy and supported by evidence, but the evaluation focuses on substance and credibility rather than the presence of any single target label. 

It means the assessment is designed to be clear and the underlying logic visible to the users. This is achieved with clear referencing of sources in client facing systems, documented methodology and evidence tracing in our models.